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, in the big tier one and two cities, they have 2176 kfcs. but in the smaller cities, 1167. as far as i'm concerned, yum's real problem is not china. there is yum's fast growing international business and then there is the slow growth domestic business. for the last year the company has shut down more stores than it opened. i'm saying right here right now give me a fee if it happened. do you think that is nuts? that is what altria did with phillip morris international. fast growing international one, and they decided to break up, a domestic stock and the growth stock in the form of phillip morris. i think yum should be the same thing. the business is sizzling. and now that taco bell has turned things around, i think that the domestic business has enough to turn around as well. right now, yum trades at 18 times earnings. if you split up the breakup, i think it will get a higher multiple to the point where the sum of the two parts might be more $77 per share. look, even if yum doesn't break itself up, china is going to resume its long march upward. to me it seems like a recipe for a highe
, goes down. neighbor is the bounce people are looking for. >> brinker international? >> a lot of shuffle hog what restaurant is doing well. i happen to like this company but i think that panera is the one held up the best. >> knew buy at city. m and t bank, regional bank. >> we heard it from people about how the regional banks aren't making extra, bob pisani, people want ideas. m and t -- >> already a really good year. >> did this hudson city bank, david. fed let that happen. >> goldman a buy on yum. >> yes, this is a very big trade. goldman, everyone spectacle. novack turns yum. i think that this is the cheapest restaurant play. not panera, which is not the cheapest but the most momentum. >> tesoro. >> boy you know, if you are in the retyping business, david, you are really coining money. we got cheap energy here, you refine it charge the higher price. the margins terrific fors at the sore role we have to harness our cheap energy and get manufacturing here t can be done. the cheap energy and consistent energy in our country is remarkable. it is why -- >> stock's up 85% this year. >> the
Search Results 0 to 1 of about 2